Senior Wealth Planning Advisor - Flexible Hybrid

MetaOption LLC; Buffalo Grove (IL); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Hybrid work schedule after six months

Sponsorship of certifications

401(k) retirement plan with company匹

Company-paid lunches and team events

Medical and dental insurance

Vision insurance

Job summary

MetaOption LLC is seeking an experienced Lead Sales Advisor to manage relationships with prospective clients in financial planning and wealth management. You will focus on meeting clients, delivering planning recommendations, and converting opportunities into long-term relationships.

The role leverages a supportive marketing and lead development team to schedule appointments, allowing you to concentrate on high-value advisory work, with hybrid work options after six months.

Qualifications

• 3 to 5+ years of client-facing sales advisory experience within wealth management.
• Illinois Life and Health License is required.
• Series 65 or 66 with 7 is required, CFP preferred.
• Bachelor's degree required.

Responsibilities

• Meet with prospective clients provided through marketing and lead generation systems.
• Build trust and establish new client relationships.
• Conduct discovery meetings and fact-finding discussions.
• Identify client goals and planning needs.
• Present customized financial planning recommendations.
• Develop retirement, investment, and income planning strategies.
• Collaborate with planning and service teams to implement recommendations.
• Maintain compliance, documentation, and confidentiality standards.
• Meet annual production and business development goals.

Skills

Sales

Relationship-building

Financial planning

Retirement planning

Wealth management

Presentation skills

Communication

Compliance

Education

Bachelor's degree

Illinois Life and Health License

Series 65/66 & Series 7

CFP® designation (preferred)

Tools

CRM software

Microsoft Office

Job description

MetaOption LLC is seeking an experienced Lead Sales Advisor to manage relationships with prospective clients in financial planning and wealth management. You will focus on meeting clients, delivering planning recommendations, and converting opportunities into long-term relationships.

The role leverages a supportive marketing and lead development team to schedule appointments, allowing you to concentrate on high-value advisory work, with hybrid work options after six months.